Transcend Cookie Cutter ‘Model Portfolios’ in 10 clicks, 10 minutes, 1/10th Cost

ActiveAllocator helps you go beyond traditional model portfolios by utilizing disruptive technology driven personalization. Create directional, semi-directional and non-directional market exposures in minutes.

  • Aggregate your holdings in seconds across your banks, financial advisors and custodians. Arrive at your true economic exposure. Go beyond financial products, and funds and securities you own. Understand why you may be sub optimally allocated.

 

  • Then, in seconds, optimize your portfolio on by linking your brokerage accounts and send order messages to your broker directly from ActiveAllocator’s platform. Once done, import real-time portfolio data from your brokerage firm, and see the most current picture of your portfolio’s – not historical but rather,  forward facing characteristics.

 

  • Compare your portfolio with others’. Including those, supposedly bespoke, being created by private banks and wire-houses at huge fees with attendant product driven conflicts of interest.

 

  • Increase your asset class universe to over 50 sub asset-classes including alternative investments, automate implementation, trading and periodic re-balancing.

 

  • Express your own investment views while making strategic allocation decisions.

 

Author: Sameer_Jain

Partner. Sameer Jain is founder of FinTech ActiveAllocator.com, the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. Prior to this he was Chief Economist & Managing Director at AR Capital. Before that he headed Investment Content & Strategy at UBS Alternative Investments. At UBS, he served as a non-voting member of the Wealth Management Research investment committee, and as a capital allocator was responsible for all illiquid investing including fund manager selection and due diligence across the platform. Prior to UBS he headed product development & investment research at Citigroup Alternative Investments that managed over $75 billion of alternative investments across hedge funds, managed futures, private equity, credit structures, infrastructure and real estate. Here he led a team that developed proprietary models for portfolio strategy and asset allocation with alternative investments, provided investment support and research to pension plans, sovereign wealth funds, endowments as well as internal clients including Citi Private Bank. Before this he was with Cambridge Alternative Investments and SunGard (System Access) where he travelled to over 80 countries for work across Europe, Asia, Middle-East and Africa. He has written over 30 academic and practitioner articles on alternative investments with thousands of downloads at SSRN, presented at over a hundred industry conferences and has coauthored a book, Active Equity Management. Mr. Jain has multiple degrees in engineering, management, public administration and policy and is a graduate of Massachusetts Institute of Technology and Harvard University. He is a recipient of the Alfred Sloan Fellowship and subsequently was a Fellow of Public Policy and Management at the Harvard Kennedy School of Government for a year. He holds Series 7 and 66 securities licenses.

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